University/College Faculty & Staff

• University of Texas System  
• Texas A&M System
• Texas Southmost College
• Texas State Technical College, and others

OPTIONAL RETIREMENT PLAN (ORP); 403(B) (TAX DEFERRED ANNUITY); AND 457 PLANS (DEFERRED COMPENSATION) participants:

Did you know that your employer allows you to partner with our firm to handle the investment selection, regular monitoring and adjustments to your account(s), and the necessary periodic communication to you? You get experienced financial advisors AND money management AND local service. We use no-load mutual funds from two of the largest fund companies in the business, saving clients on loads and fees.

Ask yourself these important questions:

Who is managing your portfolio through the various market cycles: the company sales rep? no one? doing it yourself? How is it going? Are you invested in a combination of investments that are in line with your tolerance for risk?  Do you really know? Is the advisor assigned to your account(s) in fact an advisor or a salesperson? independent or a company rep? experienced? Pick your advisor like you would your doctor.  It matters.